SolaBooks is the accounting and financial-management app of Solavel. You reach it from your central Solavel workspace; there is no separate sign-up. Once your organization is set up, SolaBooks gives it its own books: customers, suppliers, products, taxes, banking, journals and reports.
Where SolaBooks lives: open it from your Solavel workspace by clicking the SolaBooks app tile. You sign in once with your Solavel account and land straight in your active organization's books.
What SolaBooks covers
| Area | What it does |
|---|---|
| Dashboard | Daily KPIs, cash position, revenue and expense trends, notifications, and the Relationship Map. |
| Calendar | Month / week timeline of every dated document (due, expiring, recurring). |
| Global search | Top-bar search across every document, customer, supplier, and account. |
| Setup wizard | One-time per organization: country, taxes, chart of accounts, opening balances. Nothing else works until this is done. |
| Chart of Accounts | The list of ledger accounts your books post to. |
| Customers | Master data on the people you sell to. |
| Suppliers | Master data on the people you buy from (formerly called Vendors). |
| Products & Services | Items you sell or buy, both stocked and service-only. |
| Inventory | Stock levels, reorder points, valuation. |
| Pricing & price lists | Customer-specific prices, price lists, customer groups, pricing rules. Plan-dependent. |
| Quotes / Estimates | Sales proposals; convert to invoice or sales order. |
| Sales Orders | Optional pre-invoice sales workflow. Plan-dependent. |
| Invoices | Send, post, email, and track customer invoices. |
| Sales receipts | Walk-in / cash sales — paid on the spot, no receivable. |
| Payments | Customer receipts and supplier payments with allocation, plus voucher views (cash / bank payment and receipt vouchers, transfers). |
| Cheque Books | Company cheque books for outgoing payments — track every leaf from "Available" to "Used". |
| Credit notes | Reduce a customer's balance; apply against invoices. |
| Refund receipts | Cash going back to a customer. |
| Retainers | Customer deposits / advance payments held until used. |
| Bills | Supplier bills, post and pay. |
| Purchase Orders | Procurement commitments; convert to bills. |
| Debit Notes | Supplier credits — reduce what you owe a supplier. |
| Supplier refunds | Money coming back from a supplier. |
| Landed costs | Spread freight / duty / handling across inventory items. |
| Expenses | Direct-pay expenses; receipt scanning. |
| Mileage | Log business trips and reimburse staff at a per-km rate. |
| Journal entries | Manual ledger entries, recurring journals, reversals. |
| Recurring transactions | Templates that auto-create invoices, sales receipts, bills, expenses and journals. Plan-dependent. |
| Banking & reconciliation | Bank accounts, statement import, bank rules, reconciliation. |
| Taxes & VAT | Tax rates, codes, VAT returns, reverse charge. |
| Multi-currency | Trade in foreign currencies; gain/loss tracking. Plan-dependent. |
| Base currency adjustments | Period-end revaluation of foreign-currency balances. |
| Fixed Assets | Asset register, depreciation, disposals, transfers. Plan-dependent. |
| Rentals | Properties and leases, lease contracts, rent cheques, rental reports. Plan-dependent. |
| Budgets | Budget vs actual control and variance reports. Plan-dependent. |
| Projects & Finance | Project cost, revenue, profitability and timesheet billing. Plan-dependent. |
| Timesheets | Log hours against a project; submit, approve, and bill. |
| Project profitability | Live profit view per project with cost / revenue breakdown. |
| Dimensions & custom fields | Analytic tagging and extra data fields. Plan-dependent. |
| Workflow & approvals | Review steps before posting; workflow rules. |
| Fiscal years & lock dates | Period close, lock and reopen. |
| Reports | All finance reports, grouped by area, with comparative mode and styled exports. |
| Scheduled reports | Auto-email reports on a daily / weekly / monthly cadence. |
| PDF templates | Design how printed documents look. |
| Documents library | Store receipts, contracts and generated PDFs. |
| Customer portal | What your customers see when you share documents. |
| Settings | Numbering, taxes, currencies, workflows, fiscal periods, and more. |
Need a quick answer while you work? Click SolaAI at the bottom of the sidebar. It answers from the public Solavel documentation, including SolaBooks, SolaHR, SolaProjects, SolaStock, SolaFone, and the central portal.
Where to start
If you have never opened SolaBooks for this organization, start with Getting started. It explains how you arrive from the Solavel workspace, which organization you are working in, and why the setup wizard must be completed first.
If your organization is already set up and you want a tour of the home screen, go to Dashboard.
Roles in SolaBooks
SolaBooks decides what each member can see and do based on their role: an Owner can do everything; a Manager can run day-to-day work but not change tax rates, account types, period locks, or core settings; an Accountant can do most transactional work but not delete data; an Approver only reviews and approves the items routed to them. If a button or page you expect is missing, ask your workspace administrator about your role.
You always work inside one organization
Each Solavel organization has its own separate SolaBooks books. Switching organizations in the Solavel workspace switches the books too — the data, ledgers, taxes, and customers all swap together. See Getting started for details.
Glossary — terms used across these docs
A few words have specific meanings inside SolaBooks. They're used consistently in every page; this is a quick reference.
| Term | Meaning |
|---|---|
| Solavel | The platform — the workspace, single sign-on, subscriptions, and team management. |
| SolaBooks | The accounting app of Solavel — what these docs cover. |
| Supplier | The people you buy from. A few older report names still say "Vendor" — they mean the same thing. |
| Customer | The people you sell to. |
| AR | Accounts Receivable — what customers owe you. The ledger you bill from. |
| AP | Accounts Payable — what you owe suppliers. The ledger you pay from. |
| Posted | A document is on the books and affects the ledger. The opposite is Draft. |
| Unpost | Return a posted document to Draft. The original journal is voided (kept for audit, excluded from reports) — no separate reversal entry. Use when fixing your own mistake. |
| Reverse | Post a mirror journal on a new date. The original is kept; the books show both. Use when something happened in the world (bounced cheque, recalled transfer). |
| Void | Permanently mark a document as "this should not have happened" with a fully reversing journal on the void date. The document number stays on the books. |
| Period lock | A date range that's closed to posting / unposting / reversing. Posting into a locked period is blocked until it's reopened. |
| Allocate | Link a payment / credit note / debit note / retainer to a specific invoice or bill, reducing its open balance. |
| Source-document journal | A journal entry created automatically by a posting transaction (bill, invoice, payment) and owned by that document — manage it by editing the source, not the journal directly. |
| Manual journal entry | A journal entry typed by hand on the Journal entries page — not owned by any source document. |